Clancy Capital Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. ClancyCapAdv also offers comprehensive wealth management services including portfolio management, financial planning, and tax planning. Financial planning can be one-time, ongoing, or hourly.
Assets Under Management$13M
Clients12
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.65% |
These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement. Standard portfolio management service which excludes financial planning and tax services charges 0.50% annually on all assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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